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iShares Preferred and Income Securities ETF

967 hedge funds and large institutions have $5.8B invested in iShares Preferred and Income Securities ETF in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 364 increasing their positions, 351 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

1% less funds holding

Funds holding: 975967 (-8)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

37% less call options, than puts

Call options by funds: $5.44M | Put options by funds: $8.57M

Holders
967
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.44M
Puts
$8.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$4.32M
CCA
152
Checchi Capital Advisers
California
$4.3M
OFA
153
Oak Family Advisors
Illinois
$4.29M
WAS
154
Wealth Advisory Solutions
Indiana
$4.21M
OC
155
Oppenheimer & Co
New York
$4.11M
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$4.01M
COA
157
Crown Oak Advisors
California
$3.99M
CB
158
Community Bank
New York
$3.99M
GRP
159
Global Retirement Partners
California
$3.98M
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
$3.95M
PA
161
Perennial Advisors
New York
$3.88M
CFMC
162
Curbstone Financial Management Corp
New Hampshire
$3.82M
WCM
163
Winthrop Capital Management
Indiana
$3.81M
SDAM
164
Shulman DeMeo Asset Management
New York
$3.73M
Schroder Investment Management Group
165
Schroder Investment Management Group
United Kingdom
$3.67M
SF
166
Summit Financial
New Jersey
$3.66M
IPW
167
Invictus Private Wealth
Colorado
$3.64M
FAT
168
First American Trust
California
$3.61M
RA
169
RFG Advisory
Alabama
$3.59M
PA
170
Parallel Advisors
California
$3.58M
RIL
171
Rothschild Investment LLC
Illinois
$3.57M
DIA
172
Davidson Investment Advisors
Montana
$3.55M
CCM
173
Crabel Capital Management
California
$3.54M
JSL
174
JT Stratford LLC
Georgia
$3.53M
SAM
175
SP Asset Management
California
$3.49M